Organisational file notes | Payroll Web Platform

Overview

As an organisation, you may have a list of updates that your Payroll management team needs to make to your organisational file, such as updating leave allowance templates because of a legislation change right through to adjusting your rostering settings if your needs have changed. Having a handy place to write done what you need to action against your organisation file will reduce the risk of a task being missed by your team.

The Organisation File Notes feature allows you to write out a message and save it against your business organisation file. You can also use this feature to delete a note if it is no longer needed. For example, once you update your business leave allowance templates, you can then remove the attached organisational file note.

Availability

Payroll Plan:   Standard   Premium

Getting started

Adding a note
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Notes button.
    Notes__UK__1.jpg
  4. Click the Add button.
    Notes__UK__2.jpg
  5. Enter the required note and click the Save button.
    Notes__UK__3.jpg

Maintain

Deleting a note
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Notes button.
    Notes__UK__4.jpg
  4. Click the Delete button.
    Notes__UK__5.jpg
  5. Click the Delete button.
    Notes__UK__6.jpg

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